FMWA
Forvis Mazars Wealth Advisors’s Prologis PLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
2,088
+2
| +0.1% | +$210 | ﹤0.01% | 386 |
|
|
2025
Q1 | $233K | Sell |
2,086
-495
| -19% | -$55.3K | 0.01% | 371 |
|
|
2024
Q4 | $273K | Sell |
2,581
-338
| -12% | -$35.7K | 0.01% | 379 |
|
|
2024
Q3 | $369K | Buy |
2,919
+589
| +25% | +$74.4K | 0.01% | 351 |
|
|
2024
Q2 | $262K | Sell |
2,330
-123
| -5% | -$13.8K | 0.01% | 364 |
|
|
2024
Q1 | $319K | Buy |
2,453
+687
| +39% | +$89.4K | 0.01% | 340 |
|
|
2023
Q4 | $235K | Sell |
1,766
-1,041
| -37% | -$139K | 0.01% | 363 |
|
|
2023
Q3 | $315K | Sell |
2,807
-660
| -19% | -$74.1K | 0.01% | 324 |
|
|
2023
Q2 | $425K | Buy |
3,467
+768
| +28% | +$94.2K | 0.01% | 311 |
|
|
2023
Q1 | $337K | Buy |
2,699
+4
| +0.1% | +$499 | 0.01% | 316 |
|
|
2022
Q4 | $304K | Buy |
2,695
+521
| +24% | +$58.8K | 0.01% | 322 |
|
|
2022
Q3 | $221K | Sell |
2,174
-388
| -15% | -$39.4K | 0.01% | 363 |
|
|
2022
Q2 | $302K | Sell |
2,562
-900
| -26% | -$106K | 0.01% | 320 |
|
|
2022
Q1 | $559K | Sell |
3,462
-216
| -6% | -$34.9K | 0.02% | 180 |
|
|
2021
Q4 | $619K | Hold |
3,678
| – | – | 0.03% | 165 |
|
|
2021
Q3 | $461K | Buy |
3,678
+854
| +30% | +$107K | 0.02% | 183 |
|
|
2021
Q2 | $338K | Buy |
2,824
+225
| +9% | +$26.9K | 0.02% | 210 |
|
|
2021
Q1 | $275K | Sell |
2,599
-5,360
| -67% | -$567K | 0.01% | 236 |
|
|
2020
Q4 | $793K | Buy |
7,959
+193
| +2% | +$19.2K | 0.04% | 168 |
|
|
2020
Q3 | $781K | Sell |
7,766
-1,026
| -12% | -$103K | 0.05% | 154 |
|
|
2020
Q2 | $821K | Buy |
8,792
+670
| +8% | +$62.6K | 0.05% | 144 |
|
|
2020
Q1 | $653K | Sell |
8,122
-51
| -0.6% | -$4.1K | 0.05% | 144 |
|
|
2019
Q4 | $729K | Sell |
8,173
-276
| -3% | -$24.6K | 0.05% | 146 |
|
|
2019
Q3 | $720K | Sell |
8,449
-1,824
| -18% | -$155K | 0.06% | 129 |
|
|
2019
Q2 | $823K | Sell |
10,273
-361
| -3% | -$28.9K | 0.07% | 120 |
|
|
2019
Q1 | $765K | Buy |
10,634
+112
| +1% | +$8.06K | 0.06% | 122 |
|
|
2018
Q4 | $618K | Buy |
10,522
+3,716
| +55% | +$218K | 0.06% | 118 |
|
|
2018
Q3 | $461K | Buy |
6,806
+472
| +7% | +$32K | 0.04% | 155 |
|
|
2018
Q2 | $416K | Buy |
6,334
+40
| +0.6% | +$2.63K | 0.04% | 162 |
|
|
2018
Q1 | $396K | Sell |
6,294
-338
| -5% | -$21.3K | 0.04% | 175 |
|
|
2017
Q4 | $428K | Buy |
6,632
+614
| +10% | +$39.6K | 0.04% | 165 |
|
|
2017
Q3 | $382K | Sell |
6,018
-73
| -1% | -$4.63K | 0.04% | 161 |
|
|
2017
Q2 | $357K | Buy |
6,091
+77
| +1% | +$4.51K | 0.04% | 169 |
|
|
2017
Q1 | $312K | Buy |
6,014
+319
| +6% | +$16.5K | 0.04% | 169 |
|
|
2016
Q4 | $301K | Buy |
5,695
+217
| +4% | +$11.5K | 0.04% | 157 |
|
|
2016
Q3 | $293K | Sell |
5,478
-876
| -14% | -$46.9K | 0.04% | 148 |
|
|
2016
Q2 | $312K | Buy |
6,354
+68
| +1% | +$3.34K | 0.05% | 138 |
|
|
2016
Q1 | $278K | Buy |
+6,286
| New | +$278K | 0.04% | 145 |
|